Categories
Articles

Finding Value In Japan

The European Conference was a great one… I expect this will be also

From Value Conferences

Are you intrigued by Japan, but don’t know how to approach this unique market? Are you invested in Japan, but actively searching for new or better ideas? Are you a veteran Japanese investor looking to expand your network of like-minded investors and get their latest insights?

Let’s be honest, there are few investors who have made money in Japan over the last five, ten, or twenty years. Statistical cheapness has not translated into profits for most investors. Capital allocation and governance issues, economic challenges, and other macro factors are often cited as reasons. As a result, many investors have all but written off Japan.

  • Find out why the resurgent M&A market matters more to investors than the often-cited negative demographic trends
  • Learn how to assess corporate governance and leadership quality at Japanese companies beyond the usual semantics
  • Gain a comprehensive view of the J-REIT industry and find out which JREITs represent the best opportunities
  • Discover the different risk-rewards at domestic vs. export companies, global leaders vs. turnaround situations, and more
  • Get the investment case on more than ten actionable Japanese stock ideasfavored by your instructors right now

ValueConferences has partnered with The Manual of Ideas to bring you Japan Investing Summit 2012 — an online conference for investors looking to deeply understand Japanese investing and gain the conviction to profit from the compelling investment ideas presented by great instructors, including many investors who have been “on-the-ground” for decades.

Veteran value investor Irving Kahn once said: “There’s always something to do. You just need to look harder, be creative and a little flexible.” Perhaps more than most, the late Peter Cundill took this to heart and became one of the most successful investors in Japan. You can too!

More than 20 of the best global investors and Japan specialists, many of whom are based in Tokyo, will come together on November 7-8 to share their insights and ideas (see the great line-up on the right). You’ll enjoy two weeks of access to all sessions, so if you’re busy on November 7-8, no problem!

What’s more, if you’ve ever paid $2,000 or more for a physical conference — not to mention the hassle and expense involved in getting there — you will appreciate the incredible convenience and value-for-the-money of Japan Investing Summit 2012. If you’ve shunned physical conferences, we invite you to experience a fully online event created with your desires in mind — to uncover money-making ideas and network with fellow investors from the comfort of your home or office.

Your line-up of expert instructors is headed by three great investors who have studied and invested in Japan from very different angles — Shuhei Abe, Chief Executive Officer of SPARX Group, Guy Spier, Chief Executive Officer of Aquamarine Capital, and Mohnish Pabrai, Managing Partner of Pabrai Investment Funds.

Register now and get hours of exclusive video interviews with the best local investors and Japan thought leaders from our recent trip to Tokyo, including Bruce Aronson (Waseda University), Nicholas Benes (The Board Director Training Institute of Japan), Drew Edwards (Advisory Research), Stephen Givens (Givens Gaikokuho Jimu Bengoshi Jimusho), Kenji Iwamoto and Ken Kobayashi (TMAM-GO Japan Engagement Fund), Alexander Kinmont (Milestone Asset Management), Noriyuki Morimoto (HC Asset Management), Takuji Okubo (Japan Macro Advisors), Bruce Pomer (Westgate Advisory), Howard Smith (Indus Capital Advisors), Jiro Yasu (Varecs Partners/First Eagle), Mitsuhiro Yuasa (Rheos Capital Works), and many more – you will benefit from plenty of stock ideas even before Japan Investing Summit kicks off on November 7-8!

Japan Investing Summit

Here is the upcoming schedule:

Japan, Nov. 7-8, 2012
Best Ideas 2013, Jan. 8-9, 2013
Small Caps, Feb. 12-13, 2013
Emerging Markets, Apr. 9-10, 2013
Deep Value, May 6-7, 2013
Wide-Moat Investing, Jul. 9-10, 2013
Equity Income, Aug. 6-7, 2013
Europe, Oct. 8-9, 2013